KFS
IQV icon

Kelly Financial Services’s IQVIA IQV Stock Holding History

Kelly Financial Services’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22
Closed -$6.21K – 692
2021
Q4 		$6.21K Hold
22
– – ﹤0.01% 407
2021
Q3 		$5.27K Hold
22
– – ﹤0.01% 410
2021
Q2 		$5.33K Hold
22
– – ﹤0.01% 412
2021
Q1 		$4.25K Hold
22
– – ﹤0.01% 419
2020
Q4 		$3.94K Hold
22
– – ﹤0.01% 401
2020
Q3 		$3.47K Hold
22
– – ﹤0.01% 379
2020
Q2 		$3.12K Hold
22
– – ﹤0.01% 390
2020
Q1 		$2.37K Hold
22
– – ﹤0.01% 373
2019
Q4 		$3.4K Hold
22
– – ﹤0.01% 354
2019
Q3 		$3.29K Hold
22
– – ﹤0.01% 342
2019
Q2 		$3.54K Buy
+22
New +$3.09K ﹤0.01% 321

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Kelly Financial Services's IQV Position: Q1 2022 in Review

Kelly Financial Services sold out of IQVIA (IQV) in Q1 2022, closing a stake of 22 shares — an estimated $6.21K sold.

Kelly Financial Services first reported a position in IQV in Q2 2019 and held it in 11 quarters. The position peaked at $6.21K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Kelly Financial Services reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Kelly Financial Services sold 22 IQVIA shares in Q1 2022, an estimated $6.21K.
  • Kelly Financial Services first reported a position in IQVIA in Q2 2019 and held it in 11 quarters.
  • Kelly Financial Services's IQVIA position peaked at $6.21K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.